Product Strategist

Strategic toolkit for Head of Product to drive vision, alignment, and organizational excellence.

Core Capabilities

Capability

Description

Tool

OKR Cascade

Generate aligned OKRs from company to team level

okr_cascade_generator.py

Alignment Scoring

Measure vertical and horizontal alignment

Built into generator

Strategy Templates

5 pre-built strategy types

Growth, Retention, Revenue, Innovation, Operational

Team Configuration

Customize for your org structure

--teams flag

Quick Start

# Growth strategy with default teams

python scripts/okr_cascade_generator.py growth

# Retention strategy with custom teams

python scripts/okr_cascade_generator.py retention --teams "Engineering,Design,Data"

# Revenue strategy with 40% product contribution

python scripts/okr_cascade_generator.py revenue --contribution 0.4

# Export as JSON for integration

python scripts/okr_cascade_generator.py growth --json > okrs.json

Workflow: Quarterly Strategic Planning

Step 1: Define Strategic Focus

Strategy

When to Use

Growth

Scaling user base, market expansion

Retention

Reducing churn, improving LTV

Revenue

Increasing ARPU, new monetization

Innovation

Market differentiation, new capabilities

Operational

Improving efficiency, scaling operations

See references/strategy_types.md for detailed guidance.

Step 2: Gather Input Metrics

{

  "current": 100000,      // Current MAU

  "target": 150000,       // Target MAU

  "current_nps": 40,      // Current NPS

  "target_nps": 60        // Target NPS

}

Step 3: Configure Teams & Run Generator

# Default teams

python scripts/okr_cascade_generator.py growth

# Custom org structure with contribution percentage

python scripts/okr_cascade_generator.py growth \

  --teams "Core,Platform,Mobile,AI" \

  --contribution 0.3

Step 4: Review Alignment Scores

Score

Target

Action if Below

Vertical Alignment

>90%

Ensure all objectives link to parent

Horizontal Alignment

>75%

Check for team coordination gaps

Coverage

>80%

Validate all company OKRs are addressed

Balance

>80%

Redistribute if one team is overloaded

Overall

>80%

<60% needs restructuring

Step 5: Refine, Validate, and Export

Before finalizing:

• Review generated objectives with stakeholders

• Adjust team assignments based on capacity

• Validate contribution percentages are realistic

• Ensure no conflicting objectives across teams

• Set up tracking cadence (bi-weekly check-ins)

# Export JSON for tools like Lattice, Ally, Workboard

python scripts/okr_cascade_generator.py growth --json > q1_okrs.json

OKR Cascade Generator

Usage

python scripts/okr_cascade_generator.py [strategy] [options]

Strategies: growth | retention | revenue | innovation | operational

Configuration Options

Option

Description

Default

--teams, -t

Comma-separated team names

Growth,Platform,Mobile,Data

--contribution, -c

Product contribution to company OKRs (0-1)

0.3 (30%)

--json, -j

Output as JSON instead of dashboard

False

--metrics, -m

Metrics as JSON string

Sample metrics

Output Examples

#### Dashboard Output ( growth strategy)

============================================================

OKR CASCADE DASHBOARD

Quarter: Q1 2025  |  Strategy: GROWTH

Teams: Growth, Platform, Mobile, Data  |  Product Contribution: 30%

============================================================

🏢 COMPANY OKRS

📌 CO-1: Accelerate user acquisition and market expansion

   └─ CO-1-KR1: Increase MAU from 100,000 to 150,000

   └─ CO-1-KR2: Achieve 50% MoM growth rate

   └─ CO-1-KR3: Expand to 3 new markets

📌 CO-2: Achieve product-market fit in new segments

📌 CO-3: Build sustainable growth engine

🚀 PRODUCT OKRS

📌 PO-1: Build viral product features and market expansion

   ↳ Supports: CO-1

   └─ PO-1-KR1: Increase product MAU to 45,000

   └─ PO-1-KR2: Achieve 45% feature adoption rate

👥 TEAM OKRS

Growth Team:

  📌 GRO-1: Build viral product features through acquisition and activation

     └─ GRO-1-KR1: Increase product MAU to 11,250

     └─ GRO-1-KR2: Achieve 11.25% feature adoption rate

🎯 ALIGNMENT SCORES

✓ Vertical Alignment: 100.0%

! Horizontal Alignment: 75.0%

✓ Coverage: 100.0%  |  ✓ Balance: 97.5%  |  ✓ Overall: 94.0%

✅ Overall alignment is GOOD (≥80%)

#### JSON Output ( retention --json , truncated)

{

  "quarter": "Q1 2025",

  "strategy": "retention",

  "company": {

    "objectives": [

      {

        "id": "CO-1",

        "title": "Create lasting customer value and loyalty",

        "key_results": [

          { "id": "CO-1-KR1", "title": "Improve retention from 70% to 85%", "current": 70, "target": 85 }

        ]

      }

    ]

  },

  "product": { "contribution": 0.3, "objectives": ["..."] },

  "teams": ["..."],

  "alignment_scores": {

    "vertical_alignment": 100.0, "horizontal_alignment": 75.0,

    "coverage": 100.0, "balance": 97.5, "overall": 94.0

  }

}

See references/examples/sample_growth_okrs.json for a complete example.

Reference Documents

Document

Description

references/okr_framework.md

OKR methodology, writing guidelines, alignment scoring

references/strategy_types.md

Detailed breakdown of all 5 strategy types with examples

references/examples/sample_growth_okrs.json

Complete sample output for growth strategy

Best Practices

OKR Cascade

• Limit to 3-5 objectives per level, each with 3-5 key results

• Key results must be measurable with current and target values

• Validate parent-child relationships before finalizing

Alignment Scoring

• Target >80% overall alignment; investigate any score below 60%

• Balance scores ensure no team is overloaded

• Horizontal alignment prevents conflicting goals across teams

Team Configuration

• Configure teams to match your actual org structure

• Adjust contribution percentages based on team size

• Platform/Infrastructure teams often support all objectives

• Specialized teams (ML, Data) may only support relevant objectives

Related Skills

• Senior PM (project-management/senior-pm/) — Portfolio management and risk analysis inform strategic planning

• Competitive Teardown (product-team/competitive-teardown/) — Competitive intelligence feeds product strategy